CLAIM #9335 · The Boeing Company (BA) · 2025Q2 earnings call · Jul 29, 2025 · due Dec 31, 2025
“So the order environment is going to be very good.”
Kelly Ortberg · CEO
In context
“n $500 million impact on the input tariffs. One of the key areas for us is the equipment we import from Japan. So getting this Japan agreement in place, and we understand that to include 0 for 0, no input tariffs will be helpful for us going forward. So that was one of the big ones. We still need to see what happens with Italy. As you know, we import some fuselage components from Alenia in Italy. So hopefully, that will also result in 0 for 0. My understanding is that is the kind of the baseline negotiation strategy as they go through these bilaterals that we will end up in a 0 for 0, but still yet -- work yet to do. In terms of the demand side, yes, I mean, everybody is looking at their trade imbalance and saying, how do I address that and no better way than to make a big aircraft order. So the order environment is going to be very good. In terms of pricing, irrespective of the tariff-driven demand, this has been a constrained environment. And so we've been managing our pricing to also reflect that environment going forward. So I think that will also give us an opportunity, particularly to offset some of the cost growth, inflationary cost growth that we are going to see going forward. So the landscape is pretty good right now. A couple of areas I just think we got to keep watching. One is making sure that we don't end up back in retaliatory tariffs with China. So we are making deliveries, as you know, right now, and hopefully, that comes to a resolution. And then the USMCA program -- agreement is still very important because of the amount we import from Mexico and Canada. So as they revisit that USMCA, hopefully, that sta”
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SEC filings for BA ↗ · Claim quote is verbatim from the 2025Q2 earnings call.